Bennett Financial Partners

Financial Planning
+ Wealth Advisory

Serving the affluent in Georgia, Florida, South Carolina and nationwide.

St. Simons Island, Sea Island, Jekyll Island, Brunswick, Charleston, Savannah, Jacksonville

Embark on a financial journey with Bennett Financial Partners, led by Staci Bennett, a Certified Financial Planner™ from St. Simons Island, Georgia. Staci’s unwavering commitment is to provide knowledgeable advice and empathetic, caring service to clients, creating an atmosphere where you feel at ease, comfortable, and embraced.

With a wealth of experience advising Financial Advisors across the Southeast Region, Staci specializes in guiding decisions on income-for-life strategies, wealth transfer, and long-term care. Having settled down in St. Simons Island, Staci is now dedicated to working directly with clients, making a meaningful impact on their financial lives.

Staci’s financial career began in 1998 with J.C. Bradford in Nashville, TN, instilling the values of sincere, genuine, and authentic client care. Her journey led her through prominent firms like John Hancock, Lincoln Financial, and Merrill Lynch, accumulating the expertise necessary for implementing successful financial strategies.

A graduate of the University of Georgia’s Terry College of Business and deeply rooted in Savannah, GA, Staci actively contributes to her community by serving on the Boards for the Humane Society, CASA, and Operation BedSpread. Enjoying the serene beaches of St. Simons Island with family and friends, Staci embodies the essence of financial planning that goes beyond numbers.

Discover the breadth of our wealth advisors led by Staci Bennett, your go-to CERTIFIED FINANCIAL PLANNER™ for comprehensive financial solutions at Bennett Financial Partners. Our team specialize in accredited investor and high-net worth strategies, executive benefit planning, business planning, retirement planning, family planning, and divorce planning.

Staci Bennett, CRPC®, CFP® – Your Private Wealth Advisor and Founder of Bennett Financial Partners, is ready and happy to assist you. Take the first step and call now at (912) 289-1177.

Securities offered through LPL Financial, Member FINRA / SIPC.
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